Fund Finance Solutions, Associate

 SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.

 

In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

 

The anticipated salary range for this role is between $150,000.00 and $200,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

Portfolio and analytical support to the senior level members of the Fund Finance Solutions Department ("FFSD"). Preparation of credit applications, reviewing quarterly loan reports, conducting regular credit reviews of loans in the portfolio, providing research and analytics, and assisting marketing staff in preparing client materials and other portfolio administrative tasks, as required.                                    

 

Reporting to senior front office members of FFSD, scope of responsibilities includes assisting in deal origination and pitching, debt arranging, deal monitoring and supporting the Bank's syndication department.  Assisting in subscription facilities related to capital commitment fund financing across all geographies and across strategic sectors including buyout, real estate, debt and energy and infrastructure, among others as well as other fund business.                                      

Role Objectives

The job responsibilities are described herein:                                    

• Provide support in executing transactions from origination to execution, including building and maintaining financial models and actively monitoring client portfolio on an ongoing basis                                
• Prepare credit applications, borrower rating applications and annual/quarterly client reviews.                
• Support due diligence process and  participate in the administrative aspects of deal execution.            
• Monitor and evaluate current events related to the fund finance industry                        
• Assist in the creation of internal reports, including those reports relating to exposure, budget and inventory      
• Work with relationship managers to prepare pitch books/term sheet related to client marketing            
• Participate in marketing activity and client relationship building                                 

Qualifications and Skills

• Strong financial modeling/valuation and analytical skills, including acquisition financing modelling.            
• Developed knowledge of corporate finance and accounting, and experience analyzing company financials.                
• Ability to work in a fast-paced environment, handling multiple projects.                        
• Ability to execute transactions from beginning to end with minimum supervision.                        
• Exceptional written and verbal communication skills and attention to detail.                        

 

REQUIREMENTS                                    

Work Experience:            

• 2 to 5    years of specialized experience in Financial Services                    
• Minimum of 2 years working at a corporate bank or similar financial institution.                                                         

 

Education:            

• Required:    BA / BS                                
• Preferred:    MA / MS / MBA                                
• CFA plus